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At Psigma we understand that accessing the right investment solutions, matching these to the appropriate level of risk and creating the right investment strategy, compliantly, is of paramount importance. Tools that allow advisers to do this in a smarter way can only be a good thing.

That’s why we have worked with both Distribution Technology and Defaqto to provide access to our six MPS strategies via Dynamic Planner and the Engage Platform. In addition we have recently assessed our recently launched Fixed Interest Portfolio with Defaqto.

Both platforms are widely used to assess the risk appetites of clients and to ensure investment suitability requirements are fully met.

We send our asset allocation data to both businesses on a regular basis to be mapped to their own asset classes. The resulting ratings can be viewed below.